The Basics of Savings and Investing

Name: The Basics of Savings and Investing
Rating: 4.3 (10 reviews)

Learn how to save more and invest wisely by studying the basic principles of savings and about portfolio management

Created byDaniel Amir

Last updated 11/2020

English

What you'll learn

How to save more and invest their money more wisely
How to manage and create a budget
Learn about Investment Principles, stocks vs bonds and alternative assets
Learn about Saving strategies and time value of money

Course content

4 sections • 16 lectures • 1h 51m total length

Introduction2:59

Lecture 2: Savings Goals7:27
We will learn about why savings is important and how to save
Lecture 3: Compound Interest and How to Save5:48
Lecture 4: Savings Worksheet and Managing a Budget26:03
After completing this section you will be able to build and manage your budget. You will also be able to better understand the time value of money and how that could benefit you in your savings.
Lecture 5: The benefits of Savings1:37
Lecture 6: Retirement Plans10:02
This section describes the different retirement account options for US residents like 401K, 403C and IRA
Lecture 7: A winning hand for savings2:08
Lecture 8: Savings Section Summary0:35

Lecture 9: Introduction to Investing2:51
We will cover the key principles of investing and we will do a short assignment
Lecture 10: Key Principles of Investing11:20
We will cover four key principles of investing in detail: Trade off between risk and return, asset allocation and rebalance, diversification, invest for the long term
Lecture 11: Bonds17:31
This section deals with a deep discussion on Bonds and how to better understand investment in bonds including at looking at direct examples
Lecture 12: Stocks7:18
This lecture covers the various strategies around stock investing including examples
Lecture 13: Stocks Diversity - Mutual Funds and ETFs7:10
The lecture discusses the advantages and characteristics of mutual funds and ETFs and we will see examples as well
Lecture 14: Alternative assets and Crypto currencies6:03
In this lecture we will explore various alternative assets like real estate, commodities and art/wine. We will also discuss in detail about crypto currencies and the challenge in investing in alternative assets
Lecture 15: Investing section summary0:48

Requirements

no requirements

Description

This course is for people who want to learn how to save their hard earned money and to invest it wisely. No prior finance knowledge is necessary and this is a basic course that covers the most important topics in Savings and Investing. This course is lecture based with few assignments.

The course is divided into two sections.

In Savings the student will learn:

How to Save
Savings strategies
Time Value of Money
Managing and building a budget
Retirement account options

In Investing the student will learn:

Investing principles
Stocks vs Bonds
Managing risk with portfolio diversification
Alternative Assets
Building a portfolio

This course will give the student the knowledge to better control his/her own destiny around money.

Who this course is for:

Any person who is interested to learn how to save and how to invest

The Basics of Savings and Investing

What you'll learn

Explore related topics

Course content

Course Introduction1 lecture • 3min

Savings7 lectures • 54min

Investing7 lectures • 53min

Section 4: Course Summary1 lecture • 2min

Requirements

Description

Who this course is for: